Lakewood Asset Management LLC Schwab Fundamental U S Small C Transaction History
Lakewood Asset Management LLC
- $143 Billion
- Q2 2024
A detailed history of Lakewood Asset Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lakewood Asset Management LLC holds 34,138 shares of FNDA stock, worth $2.02 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
34,138
Previous 29,999
13.8%
Holding current value
$2.02 Million
Previous $1.71 Billion
9.59%
% of portfolio
1.31%
Previous 1.16%
Shares
7 transactions
Others Institutions Holding FNDA
# of Institutions
408Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.77 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.1 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.9 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$52.8 Million0.01% of portfolio